We are highly rated
We’re delighted to have received many positive reviews from our existing clients.
VouchedFor allows consumers to rate their financial planner for the quality of their advice, the level of service and the value they deliver.
We’re delighted that so many of our clients have taken the time to leave us a review.
To read individual reviews click the image to the right.
We are award-winning
We were delighted to win the Small Adviser of the Year category at the 2019 Money Marketing Awards.
The annual awards recognise leaders in the financial advice profession. It has a meticulous selection process, starting with a written application, where we had to detail our working processes and the value we deliver clients and finishing with a rigorous panel interview.
Winning the award cements the efforts we continuously make to put clients and their wellbeing at the very heart of our business.
The judges described us as: “A highly competent firm, with demonstrable expertise across its niche, who forwards the profession of financial planning as a whole.”
Our approach received praise for the ability to deliver a ‘full’ financial plan to clients, along with great technical knowledge, transparency for clients, and flexibility with fee models. Also, our commitments to charity projects and enhancing the profession of financial planning as a whole were also recognised during the process. One of the judges concluded: “I would have no issue at all referring clients to the firm.”
We hold the Pension Transfer Gold Standard
We’re proud to be a firm that has met the criteria to achieve the Pension Transfer Gold Standard, a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.
The Pension Transfer Gold Standard has been developed by the Personal Finance Society (PFS) and seeks to give Defined Benefit pension holders confidence when they are considering transferring out of a scheme. Nine core principles sit at its heart, which are all central to our processes and culture.
Learn more about the nine principles.